Improving Plan and Participant Outcomes through DEI Initiatives

LEARNING LAB | 2:00 p.m. - 3:15 p.m. ET

Diversity, equity, and inclusion (DEI) are more than just buzz words and many organizations realize the need and value in implementing initiatives that make a real difference. Plan sponsors and providers alike are investing time and resources and diverse talents to understand and address the needs of participants. Will the programs improve participant outcomes and how can data, communications, and education be used more effectively?

This session will highlight best practices and initiatives in the public and private sector defined contribution plan industry to address historical inequities in retirement plan coverage, account balances and opportunity. The presentation will include a review of DC plan design, investment program and communications initiatives that support diversity, equity and inclusion goals.

Speakers:

  • Moderator/Panelist: Floyd Simpson, Senior Multi Asset Class Strategist, PFM Asset Management
  • Panelist: Michelle Ell, Deferred Compensation Manager, City of Seattle
  • Panelist: Rosa Limas, Vice President, Segal Marco Advisors

CE Credits: 1.5 CPE, 1.5 CFP, 1.25 SHRM PDCs, 1 INFRE CRC 

Learning Objectives:

  1. Learn best practices and initiatives in the defined contribution plan industry to address historical inequities in retirement plan coverage, account balances and opportunity.
  2. Learn about defined contribution plan design, investment programs and communication initiatives that support diversity, equity and inclusion goals.

 

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